Capital Wealth Planning, Llc
Capital Wealth Planning, LLC (CWP) is a fee-based, fiduciary, SEC Registered Investment Adviser. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, tactical, SMA-covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides investment management services through separately managed accounts to high-net-worth individuals, retirement accounts, endowments, non-profit organizations, pensions, profit-sharing plans, trusts, estates, and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients. Capital Wealth Planning, LLC LinkedIn Page Terms of Use: The content on the page is provided for informational purposes only and is not meant to provide any specific financial, investment, or other advice and should not be relied upon in that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments. Capital Wealth Planning, LLC will not be responsible or liable for LinkedIn, the LinkedIn website, or the content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.
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Verified contacts
30
available on Kipplo
LinkedIn employees
34
11 to 50 range
Open roles
—
no listings
Distinct roles
29
indexed titles
Tech stack
1
tools in use
Monthly traffic
361
organic / mo
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Decision-makers and verified team members
30 contacts with verified email or phone · masked until revealed.
- RC
Ryan Carney
Director of Operations & Compliance · Operations
EmailPhone - JP
Jodi Phillips
Assistant Vice President · Finance & Accounting
EmailPhone - DW
David Whittaker
Client Services Manager · Customer/Client Service
EmailPhone - GJ
Gregg Jones
Product Specialist · General Business & Management
EmailPhone - HM
Hailey Moskowitz
Marketing Administrator · Advertising & Marketing
EmailPhone - RM
Ryland Mathews
Trading Systems Analyst · Finance & Accounting
EmailPhone - GR
George Raffa
Advisory Board Member · General Business & Management
EmailPhone - JF
Jay Fortuna
Managing Director-national Accounts, Senior Vice President · Sales & Business Development
EmailPhone - JH
John Hurle
Lead Product Specialist · Other
EmailPhone
Showing 9 of 30 verified contacts
Top roles at Capital Wealth Planning, Llc
29 distinct titles indexed · top 10 shown.
- 1advisory board member
- 1assistant vice president
- 1client services associate
- 1client services manager
- 1director of accounting and human resources
- 1director of operations & compliance
- 1director of sales
- 1editor content specialist
- 1founder and chief investment officer at capital wealth planning, llc
- 1founder chief investment officer
- +19more titles
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